How to Grant Access to Resource Interconnection …

1 Owner: Massih Ahmadi Customer Service and Stakeholder Affairs Copyright 2017 California ISO Page 1 of 12 How to Grant Access to Resource Interconnection management system ( rims 5) Addendum to Access and Identity management (AIM) User Guide Document Owner: Massih Ahmadi Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 2 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 REVISION HISTORY VERSION NO. (Must match header) DATE REVISED BY DESCRIPTION 02/22/2017 Massih Ahmadi Initial document created Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 3 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 TABLE OF CONTENTS Introduction.

2 4 Access Request .. 5 New Request .. 5 Request History .. 11 Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 4 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 Introduction The purpose of this documentation is to provide User Access Administrators (UAA) for Resource Interconnection Customers step-by-step instructions to provision their users to Resource Interconnection management Systems ( rims 5) via the Access and Identity management (AIM) application. We highly recommend to use Microsoft s Internet Explorer Version 11 (IE 11) for utilizing all ISO applications, including AIM, as unexpected compatibility issues may arise when using other browsers. This is not the official user guide for Access and Identity management (AIM) application or Resource Interconnection management Systems ( rims ) application. If you would like to see the official user guide for these applications, please use URL links below: URL to AIM User Guide: URL to rims 5 User Guide Application and Study: Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 5 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 Access Request The UAA will use the Access Request screen to submit new application Access requests as well as view the status of submitted requests.

3 New Request Click the pencil icon and then the New Row button to create an Access request. Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 6 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 Enter a Description for the Access request and click the Update button. Once you have clicked on Update button, the Available Users screen will get populated with list of your current users per screen shot below. Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 7 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 Select the applicable user from Available Users from the left and then click on Add . This will move the user to the right side under Selected Users . NOTE: If the buttons do not show, navigate to another screen in AIM and return to your request.

4 This issue is related to browser compatibility. Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 8 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 1. From the Application and Roles sub tab, select rims External IC READ-WRITE, click Add 2. Select Entity ID ( Project Code) 3. Click Update More Project IDs to add? Click Preview (see page 30 of AIM User Guide) 4. Click Pencil icon 5. Click New Row and repeat from Step:1 above NOTE: You may see duplicated Project ID s in the Entity ID drop down box. This is due to a software variance set to be fixed in a future patch. Please select either record of the duplicates. The system will provision to that Project ID. NO YES Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 9 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 Click the Preview button to review the Access request.

5 NOTE: If nothing happens, check to see if you have enabled pop-up blockers on your browser. Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 10 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 After reviewing the request, click the Submit button to complete the request. Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 11 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 Request History Click the Request History link to view a list of submitted requests. Owner: Massih Ahmadi Customer Services and Stakeholder Affairs Copyright 2017 California ISO Page 12 of 12 Technology ISO Version: How to Grant Access to Resource Interconnection management system ( rims 5) Effective Date: 02/16/17 Click on an individual Access request in the Access Request panel to show the Access Request Details at the bottom of the screen.

6 Note: An Access Request will begin with a status of Submitted . It will then move to Processing . Finally, it will have a status of Processed . This does not mean that all Access was granted. The UAA must review each of the line items in the Access Request Details to verify that Access was granted to a specific user. In the Access Request Details section, the status options are: Submitted, Approved, Processing, Completed, or Rejected.